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To: Robert Rose who wrote (83074)11/3/1999 10:38:00 PM
From: Lizzie Tudor  Respond to of 164684
 
I'm not selling anything, except maybe agil. Agil's last report wasn't that great actually. I'm thinking of adding to ariba, or maybe vign/bvsn - they also had extreme upside surprises last qtr. Cisco is bothering me a little here... I think cisco could harm the techs in general if it sells off, much moreso than msft or intc.